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Description
Upon connecting to the Simple CRM interface, users are greeted with the Simple CRM desktop, which prominently displays the day's interactions such as tasks and appointments, providing a clear overview of appointment reminders. This online CRM software requires only a web browser for access, ensuring compatibility with all devices. Additionally, a mobile application enables offline work on smartphones and tablets for added convenience. Users can manage multiple companies from a single Simple CRM instance, and they have the option to utilize the Simple ERP module for generating quotes, purchase orders, and invoices. Furthermore, HaPPi delivers between four to six potential customers to sales representatives daily by leveraging a "Big Data" database it has assembled, containing around 30 million company records based on an "ideal" customer profile tailored for each user. This innovative approach not only enhances lead generation but also streamlines the sales process for businesses.
Description
Everything begins with your very first client! Simply enter their name, phone number, email address, and other details, choose a profile picture if you wish, and click create! Our appointment management system allows you to effortlessly track all your appointments, both past and upcoming. You can check your daily appointments to see who you're meeting with and the purpose of their visit. You also have the option to attach notes, and we will automatically link the appointment to your client's profile. This platform serves as the central hub of tacrem. Client profiles enable you to access all previous appointments, projects, applications, and images related to each individual. You can upload new images for your clients, view the original application forms, schedule future appointments, or modify the status of an ongoing project! Additionally, our application system provides the flexibility to fully customize your application forms, allowing you to ask only the questions that are relevant to your needs. You have the choice to embed the application form directly on your website or simply share a link hosted by us in your Instagram bio to streamline the process! With these tools at your disposal, managing client interactions has never been easier.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$5 per user per month
Free Trial
Free Version
Pricing Details
$29.99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Simple CRM
Country
United States
Website
www.simple-crm-online.com
Vendor Details
Company Name
Tacrem
Country
Canada
Website
www.tacrem.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
